CV Painel Gestor Entendendo a importância do Workflow

Summary

In this video, Gabriel explains the flexible configuration of the 'Horto Flor' feature within the sales builder tool. He highlights how the tool allows each developer to customize the sales process, from lead management to commission handling, without needing constant development team involvement. The system is designed for ease of use, enabling users to make changes themselves and adapt to evolving processes. Gabriel also demonstrates how different stages of the customer journey, such as reservations and proposals, can be seamlessly managed with customizable steps, colors, and permissions, ensuring a highly personalized sales experience.

Takeaways

• 😀 The video introduces a discussion about the 'Horto Flor' configuration tool within the sales builder system, emphasizing its flexibility and importance for sales consultants.
• 😀 Gabriel explains the significance of the 'Horto Flor' technology, highlighting that it was developed to allow each real estate developer to configure their sales processes according to their unique needs.
• 😀 One key aspect of the system is its flexibility, allowing users to adjust processes such as reservation management and proposal tracking without needing to contact the development team.
• 😀 The product is designed to be user-friendly, making it possible for real estate teams to configure their sales process directly from the interface, ensuring that minimal technical support is required.
• 😀 The system includes a configurable pipeline, allowing users to add and modify columns and stages based on their specific workflows.
• 😀 The tool supports various stages in the customer journey, from initial SDR (Sales Development Representative) contact through to final sale registration, ensuring a comprehensive tracking system for each lead.
• 😀 Users can configure different stages within the pipeline (e.g., 'attending', 'following up', 'proposal'), as well as set time limits for each stage, triggering actions like reassignment when deadlines are not met.
• 😀 The system allows easy customization of process elements like the color and labels for each sales stage, which can be changed in real-time by the user without needing developer intervention.
• 😀 Another important feature is the ability to define pre-requisites for moving leads between stages, such as requiring specific documents or actions before progression can occur.
• 😀 The tool also includes automatic actions, such as sending emails when a lead moves between stages, or de-assigning a salesperson if the lead is lost or inactive, making it efficient and automated.

Q & A

What is the role of 'Horto Flor' in the sales process?

The 'Horto Flor' is a flexible tool integrated into the sales process that helps sales consultants manage their workflow, track client journeys, and customize their sales process based on the needs of each customer and developer.

How does the flexibility of the 'Horto Flor' benefit each developer?

Each developer can configure their sales process according to their own needs. The system is highly customizable, allowing developers to set specific parameters for client journeys without needing external support.

How long has the 'Horto Flor' technology been in use?

The 'Horto Flor' technology has been in development for over six years and is expected to reach seven years soon.

What are the key features of the 'Horto Flor' system?

Key features include a flexible configuration system for managing client interactions, lead management, proposal generation, and commission handling. It also integrates with various stages of the client journey.

Can the sales process be modified during use without external support?

Yes, the system is designed to allow users to modify the sales process on their own, such as changing the configuration of pipeline columns or adjusting other aspects of the client journey.

What is the role of the sales consultant in managing the sales process using 'Horto Flor'?

The sales consultant can configure the process independently, track each client stage, and manage specific tasks such as adjusting lead data, creating proposals, and handling client follow-ups.

How does 'Horto Flor' handle different stages of the sales process?

Each stage of the sales process is represented as a distinct 'flor' or box within the system, which can be customized to reflect the specific needs and conditions of the developer. These stages range from initial contact to final sale.

What customization options are available for managing the client journey?

Users can modify labels, colors, and stages, as well as set prerequisites for advancing through stages, such as mandatory fields or tasks that must be completed before moving forward.

How does 'Horto Flor' handle user permissions?

Permissions are managed by defining roles for different users, such as sales consultants, managers, and other team members. These roles determine what actions each user can perform at different stages of the sales process.

Can the 'Horto Flor' system adapt to changing sales processes over time?

Yes, the system is highly adaptable and allows for quick adjustments to processes as needed. This ensures that it can grow and evolve alongside the company’s changing needs without requiring significant development effort.